Keystone Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Keystone Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$490,980
+0.3%
5,066
+1.0%
0.19%
+1.6%
Q2 2023$489,747
+1.4%
5,018
+3.1%
0.18%
-7.6%
Q1 2023$482,952
+24.6%
4,867
+21.8%
0.20%
+17.2%
Q4 2022$387,5493,9970.17%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 384,121$39,972,00010.63%
KEATING INVESTMENT COUNSELORS INC 177,090$18,428,0009.65%
Wechter Feldman Wealth Management, Inc. 105,905$11,020,0008.65%
New Capital Management LP 61,137$6,362,0007.00%
Stordahl Capital Management, Inc. 122,699$12,768,0006.61%
Arbor Investment Advisors, LLC 217,617$22,645,0005.91%
Landmark Financial Advisors, LLC 176,058$18,232,0005.78%
Smith & Howard Wealth Management, LLC 91,410$9,512,0005.61%
American Money Management, LLC 117,863$12,265,0005.56%
Parcion Private Wealth LLC 322,390$33,377,0005.10%
View complete list of ISHARES TR shareholders